Finance Score: -9

Governance Score: 0

Support Score: 0

Accounts filed more than 5 days late: -3 times
Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Good trustee age range: +3
Very static board: -5
Gender balanced board: +3

No supporters identified

Overall GiG Score: -9

SURREY HEATH ARCHAEOLOGICAL AND HERITAGE TRUST

Small archaeological surveys; post excavation work; geophysical surveys; small museum collection; reference collections of borderware, clay pipes and iron age finds; dedicated library of books on archaeology and history; experimental archaeology projects; support for local history, YAC and Y3A groups.

Analysis by Giving is Great

Positives:

The Board appears to be well diversified in terms of age and gender

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Accounts have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/21	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/20		£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/19	*	£1	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£1	£2	£-1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/17		£2	£2	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/16		£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£2	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/14		£2	£7	£-5	n/a	n/a	n/a	n/a	n/a	n/a
31/12/13		£2	£1	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/12	*	£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/11		£3	£2	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/10		£3	£2	£1	n/a	n/a	n/a	n/a	n/a	n/a
31/12/09	*	£5	£5	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/12/08	*	£5	£4	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/07		£6	£3	£2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/06		£5	£1	£3	n/a	n/a	n/a	n/a	n/a	n/a
31/12/05		£5	£6	£-2	n/a	n/a	n/a	n/a	n/a	n/a
31/12/04		£3	£3	£0	n/a	n/a	n/a	n/a	n/a	n/a

Show more rows -->

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Highest pay bracket: less than £60,000

Established: 36 years

https://shaht.wordpress.com/

07870447810

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

GiG Classification

Museums, parks, historical sites

How it operates

Acts as an umbrella or resource body
Provides advocacy/advice/information
Provides buildings/facilities/open space
Sponsors or undertakes research

Where it operates

Bracknell Forest, Hampshire, Reading, Slough, Surrey, West Berkshire, Windsor And Maidenhead, Wokingham,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who supports them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 32-88

GILLIAN EDNA GRAHAM Appointed: 2003, Occupation: Student

MALCOLM HENDERSON Appointed: 2007, Occupation: Consultant

MARIANNE KATHLEEN BROOKS Appointed: 1996, Occupation: Clerical Officer

PAUL DOUGLAS GOODENOUGH Appointed: 2011, Occupation: Retired Electronics Engineer

PHILIP JOHN STEVENS Appointed: 1994, Occupation: Retired

RICHARD ALEXANDER Appointed: 2013, Occupation: Local Government Officer

TAMASIN CLAIRE GRAHAM Appointed: 2010, Occupation: Student

TERESA ANNE FRANZKOWIAK (Chair) Appointed: 2011, Occupation: Retired Teacher

VICTORIA ALICE GREEN Appointed: 2011, Occupation: Student

Legal constitution

Charitable company registered in England & Wales on 06/06/1988, number: 299409
Registered at Companies House on 15/04/1988, number: 02244389

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

There are no Policies registered with the Charities Commission

Filing Record

19 returns made; AR21: 354 days late, AR19: 84 days late, AR18: 384 days late, AR15: 41 days late, AR12: 38 days late, AR09: 19 days late, AR08: 278 days late,

Main office

7 DINORBEN CLOSE
FLEET
GU52 7SW

Objectives

TO PROMOTE THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN ARCHAEOLOGY AND THE HERITAGE AND TO ACQUIRE AND TO PROMOTE KNOWLEDGE OF AND IN SURREY HEATH AND ELSEWHERE.

Defined Area of Benefit:

SURREY HEATH AND ELSEWHERE